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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 198 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 AII AMERICAN INTEGRITY INS GROUP I COM Financial Services 27.0 $521.0 +10.0 +58.8% $19.30 -14.2%
3942 ETON PHARMACEUTICALS INC COM 21.0 $518.0 -2.0 -8.7% $24.67
3943 AMERICAN COASTAL INS CORP COM 46.0 $518.0 +1.0 +2.2% $11.26
3944 RCMT RCM TECHNOLOGIES INC COM NEW Industrials 27.0 $517.0 +18.0 +200.0% $19.15 +16.3%
3945 FENC FENNEC PHARMACEUTICALS INC COM Healthcare 84.0 $517.0 -29.0 -25.7% $6.15 +56.0%
3946 BZAI BLAIZE HLDGS INC COM Technology 280.0 $510.0 -1K -78.9% $1.82 -28.6%
3947 ADDEX THERAPEUTICS LTD SPONSORED ADS 81.0 $509.0 $6.28
3948 FJP FIRST TR EXCH TRD ALPHDX FD II JAPAN ALPHADEX 7.0 $508.0 -60.0 -89.5% $72.57 +4.2%
3949 CRD-B CRAWFORD CO CL A 50.0 $499.0 $9.98 -5.0%
3950 SKANSKA AB SPONSORED ADR 18.0 $497.0 $27.61
3951 FCAP FIRST CAP INC COM Financial Services 10.0 $496.0 NEW $49.60 +10.7%
3952 SG SWEETGREEN INC COM CL A Consumer Cyclical 95.0 $493.0 -166.0 -63.6% $5.19 +66.7%
3953 ARCH CAP GROUP LTD 4550 DEP PFD G 30.0 $493.0 -27.0 -47.4% $16.43
3954 TRIVAGO N V SPON ADS A SHS N 180.0 $488.0 -399.0 -68.9% $2.71
3955 ISTB ISHARES TR CORE 1 5 YR USD 10.0 $485.0 $48.50 -0.9%
3956 NVGS NAVIGATOR HLDGS LTD SHS Energy 25.0 $483.0 +7.0 +38.9% $19.32 +25.7%
3957 RITHM PPTY TR INC COM NEW SHS 36.0 $482.0 NEW $13.39
3958 FF FUTUREFUEL CORP COM Basic Materials 125.0 $481.0 NEW $3.85 +6.0%
3959 DERM JOURNEY MED CORP COM Healthcare 101.0 $474.0 -81.0 -44.5% $4.69 +31.0%
3960 LAW CS DISCO INC COM Technology 123.0 $470.0 -734.0 -85.7% $3.82 -5.0%
Page 198 of 206  ·  4,110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%